DFX Intelligence
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Team lift-out
2 advisors left O•••• F•• I••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Aaron Held | Cincinnati, Oh | Sep 5, 2023 | Sep 5, 2023 |
| Jay Alan Finke | Cincinnati, Oh | Sep 11, 2023 | Sep 5, 2023 |
The rule
- Registrations ended
- Sep 5, 2023 to Sep 11, 2023
- Registered next
- Sep 5, 2023
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 1,054 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape